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Overview

1.0 Credits
ONLINE

The Setting Every Community Up for Retirement Enhancement (SECURE) Act makes significant changes to retirement planning, particularly with IRAs. This presentation highlights how the SECURE Act could affect your retirement planning and the opportunities this Act now brings that can affect all workers and retirees. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

Participants walk away with tips on how to adjust their retirement strategy based on the SECURE Act.

Major Topics

  • Review the maximum period over which an inherited IRA can be withdrawn
  • Changes to Required Minimum Distributions (RMD)
  • Estate planning considerations



Discussion Leader(s) Leon LaBrecque, JD, CPA, CFPr, CFA

Designed For

All CPAs, financial planners, attorneys and anyone planning for retirement.
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You will receive a confirmation from CPA Crossings with your login instructions. Contact CPA Crossings Webinar Hotline at 877-370-2220 for technical support.